投资人在股东信、访谈、雪球上公开讲过的观点，加上知名投资节目和名人对个股的看法，按发表时间排列。每条都附原文出处，原话逐字照录；投资人谈自己 13F 持仓的，「说完之后」那一行是同一季度 13F 上的实际操作。
CoStar 是三季度拖累业绩的公司之一。阿克雷说它在住宅业务 Homes.com 上投入巨大，仍是关注焦点，因为花钱是确定的，回报却不确定；不过他们也表示乐于在更低价格加仓这些公司。
In the case of CoStar, the company’s significant investment in its residential offering (Homes.com) continues to be a focal point given the certainty of expense and uncertainty of return.2023 年三季度 CoStar 因加息和房地产属性下跌。Akre 认为它比一般房地产业务好得多：商业地产从业者离不开 CoStar 的数据和分析，客户留存率在 90% 以上；而 Apartments.com、LoopNet 等房源平台对广告主的价值，在空置率上升时反而增加。
CoStar’s data and analytics are mission-critical to commercial real estate participants and have commensurately high retention rates in the 90s, while the value provided to advertisers from CoStar’s marketplace businesses (such as Apartments.com and LoopNet) actually increases when vacancies rise.